Katie Calagui
Business Consultant & Coach
Katie Calagui (pronounced ka-la-ghee) has served on executive leadership teams at financial advisory firms for the past 15 years. Her journey includes roles in a small boutique firm, a mid-sized CPA-affiliated firm, and a larger, rapidly expanding RIA with a strong focus on acquisitions. Serving as Chief People Officer, she helped drive people strategy, build formal talent management and HR departments, recruit top-tier talent, and mentor both financial planners and emerging leaders.
As an independent coach and consultant, Katie guides founders and next generation leaders in implementing their business strategy with focus and consistency. A long-time user of the Entrepreneurial Operating System (EOS®), she helps firm leaders align their team around a common vision and shared values, get clear on their priorities, and follow-through on execution.
She is passionate about helping firms and individuals achieve their next level of growth and working with leadership teams to create meaningful and rewarding employee experiences.
The sustainable choice that is the most fun for me:
Buying food from local farmers we know and spending time in my home garden.
What I’d like to see more of in the world:
Mindfulness.
